See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,843 | $49,177+1.4% | $79,464-37.3% | $64,186-22.3% |
| Participation rate | 93.3% | 65.0%+28.3pp | 73.3%+20.0pp | 69.6%+23.8pp |
| Annual return | 6.95% | -1.16%+8.1pp | 718.14%-711.2pp | 7.63%-0.7pp |
| Employer contribution / active EE | $2,429 | $2,076+17.0% | $2,800-13.3% | $2,381+2.0% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $13,045 | $3,839+239.8% | $5,113+155.1% | $4,888+166.9% |